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                • Announcements

                • Zoho CRM gets a new email compose and lot more

                  Dear Customers,  How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does the
                • Say NO to Duplicate Leads and Contacts

                  Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
                • Zoho CRM Plug-in for Microsoft Outlook EOL on August 31st 2021

                  Important Latest update (on 26th August, 2021): Complete deprecation of MS Outlook Plug-in has been extended till December 31st, 2021.  Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to add
                • Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.

                  Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
                • Introducing a new home page view and UI enhancements for Dashboards

                  Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's

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                                                                            • Most Discussed Topics

                                                                            • Update fields based on fields in other modules

                                                                              I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created.  I want that input/number to show up in a field on
                                                                            • Users are able to access records in a territory that they are not a member of

                                                                              Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users that
                                                                            • Read only access to entire database, write access on records that they own

                                                                              Hi, there, For certain Users, I want to make Read-only access to the entire database, write access on records that they own. Currently, I'm unavailable to find a solution for this one, any hints? Thank you very much
                                                                            • Zoho CPQ

                                                                              Hello @Zoho team, I came across a post that Zoho is working on a CPQ module or functionality. are there any news about this?
                                                                            • CRM Canvas - Upload Attachments

                                                                              I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have